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Willdan Group (WLDN)
NASDAQ:WLDN
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.83Last Year’s EPS
0.63Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a strongly positive operational and financial performance for fiscal 2025 — record revenue, sizable organic growth, meaningful margin expansion, robust free cash flow and a net cash position. Management highlighted a solid pipeline, large contract wins, and accelerating data-center-driven demand supported by strategic acquisitions. The primary negatives are a near-term tax incentive headwind (potential expiration of Section 179D) that reduces 2026 EPS guidance and some timing/ execution risks tied to program ramps and acquisition integration. Overall, the positives (broad-based growth, profitability, cash generation, and strategic positioning) outweigh the headwinds.Company Guidance
Record revenue and strong top-line growth
Fiscal 2025 consolidated contract revenue grew 21% to $682M and net revenue grew 23% to $365M; Q4 contract revenue +21% to $174M and Q4 net revenue +13% to $89.5M. Of the 23% net revenue growth, 17% was organic and 6% from acquisitions.
Significant profitability expansion
Adjusted EBITDA grew 40% year-over-year to $79.5M (adjusted EBITDA margin expanded to 21.8%, exceeding the 20% long-term target). Gross profit increased 26.1% to $256M and gross margin improved to 37.5% from 35.8%.
Earnings and tax-driven EPS benefits
GAAP net income more than doubled to $52.6M (GAAP EPS $3.49 vs $1.58 prior year). Adjusted EPS increased to $4.89 from $2.43, aided materially by a $12.6M income tax benefit from Section 179D deductions.
Strong cash generation and balance sheet improvement
Generated $80M in cash from operations and $71M in free cash flow in 2025. Invested $9M in CapEx and $36M in acquisitions, reduced borrowings by $40M, ended the year with $66M unrestricted cash, net cash position of $17M (first time since 2017) and total available liquidity of $216M.
Large contract wins and growing pipeline
Notable contract awards include $112M (City of San Diego energy efficiency), $49M (Mt. San Antonio College microgrid), $38M (Menlo Digital substation), $4.5M (SOLV Energy DER) plus a prior $97M Alameda County win. Average contract size is increasing and pipeline is solid into 2026.
Data center and commercial expansion
Commercial revenue (largely data center work) has rapidly grown to 11% of revenue. APG acquisition adds power engineering for data centers and is expected to more than double in 2026; management cites ~35 GW of active U.S. data center construction and durable long-term demand.
Operational improvements and scale benefits
Management cites higher-value services, back-office absorption and cost discipline contributing to margin expansion. Net interest expense declined 26% to $5.7M, reflecting lower debt levels and higher cash balances.
WLDN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
WLDN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $119.60 | $89.14 | -25.47% |
Nov 06, 2025 | $85.27 | $90.94 | +6.65% |
Aug 07, 2025 | $89.11 | $113.65 | +27.54% |
May 08, 2025 | $40.56 | $42.40 | +4.54% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Willdan Group (WLDN) report earnings?
Willdan Group (WLDN) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Willdan Group (WLDN) earnings time?
Willdan Group (WLDN) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WLDN EPS forecast?
WLDN EPS forecast for the fiscal quarter 2026 (Q1) is 0.83.